PTTPX Mutual Fund

PTTPX Mutual Fund

NAV$8.66
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Fund Essentials - as of Sep 30, 2025

Net Assets
-
Expense Ratio
0.62%
Dividend Yield (Current)
4.18%
Holdings
7,222
Inception Date
Apr 30, 2008
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.33%
1 Year+4.11%
3 Year+4.90%
5 Year+0.02%
10 Year+1.78%

Asset Allocation

Stocks: 0.10%
Bonds: 94.21%
Cash: 0.05%
Other: 5.64%
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Top Holdings

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TickerNameWeight
-Fnma Tba 30 Yr 4 Single Family Mortgage 4% 03/13/20535.76%
-Pimco St Floating Nav Port Iv Mutual Fund5.32%
T 1.375 11/15/40U.S. Treasury Bond 1.375%, 11/15/402.26%
-United Kingdom Gilt /Gbp/ Regd Reg S 3.750000001.32%
-Gnma Ii Pool Be4276 G2 06/48 Fixed 41.22%
Top 10 Concentration: 20.87%Report Date: Sep 30, 2025
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Dividend Summary

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Dividend Yield (Current)
4.18%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PTTPX Mutual Fund Overview

PTTPX Mutual Fund (PIMCO Total Return Fund Class I-2) is managed by PIMCO (US). PTTPX expense ratio is 0.62%, holding 7222 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2008-04-30.

PTTPX performance shows a YTD return of -0.33%. The 1-year return is 4.11% and the 5-year return is 0.02%. PTTPX dividend yield stands at 4.18%, paid monthly.

PTTPX top holdings include Fnma Tba 30 Yr 4 Single Family Mortgage 4% 03/13/2053 (5.8%), Pimco St Floating Nav Port Iv Mutual Fund (5.3%), U.S. Treasury Bond 1.375%, 11/15/40 (2.3%), United Kingdom Gilt /Gbp/ Regd Reg S 3.75000000 (1.3%), Gnma Ii Pool Be4276 G2 06/48 Fixed 4 (1.2%). Go to all PTTPX holdings, PTTPX sectors, or PTTPX dividends.

PTTPX can be compared against other funds. Use PTTPX overlap to find shared positions, or PTTPX vs another fund for a side-by-side view. PTTPX alternatives are available via the screener, along with tax-loss harvesting opportunities.